Accessing Document Options

Users get the Create a Folder, Link a URL, and Create a Report under the My Documents or Public Documents space. All the folders and documents that a user creates under the My Documents space of the Platform are provided with some attributive options.

• Navigate to the My Document space.

• Access these document creation options either by clicking the Create option or the right click on the blank space under the My Documents or Public Documents.

Two ways to access the Document Creation options under the My Documents page

The user can also get more published documents such as Dashboards, Forms, and Datasheets other than the above-explained folders and document options.

Please refer to the following document-specific explanation of the attributed Options to understand them in detail:

• ​Options Assigned to a Folder​
• ​Options Assigned to a Linked URL​
• ​Options Assigned to a Report
• ​Options for a Published Dashboard​
• Options for a Published Form
• Options for a Published Datasheet

Please Note:

Some attributive options are available in the folders and documents accessible under the Public Documents as well.

• The accessible shared folders under the Public Documents space do not contain Move to, Copy, and Delete options.

• The accessible shared Reports, Linked URLs, published Dashboards, published Forms, and published Datasheets under the Public Documents do not contain Move to and Delete options.

• The folders/ files created or copied by the same user under the Public Documents get credited with all the document-specific options.